Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Wellington in their Schedule of Assets, totaling $1.6B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $1.6B |
| 2 | BOARD OF TRUSTEES OF NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSIO NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSION FUND | WESTBURY NY | 267 | $118.2M | $15.0M |
| 3 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN |
RESTON VA |
| 521 |
| $254.8M |
| $3.8M |
| 4 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $3.3M |
| 5 | COSTCO WHOLESALE CORPORATION COSTCO PUERTO RICO RETIREMENT PLAN | ISSAQUAH WA | 1,340 | $127.2M | $989K |
| 6 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $170K |
| 7 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $58K |
